Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

26,165 signal articles · 242 in last 24h · 125,674 total before filter · latest 14m ago
242last 24h
1186last 7d
168● bullish (7d)
131● bearish (7d)
205publishers
AllMacro229Earnings407M&A92Regulatory21Product9Analyst10
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030
24/7 Wall St.83d agobullish
Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030

The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE:GS), the lead underwriter on the deal, told a potential IPO investor it expects SpaceX’s AI division revenue to climb roughly 100 times by 2030. That projection, reported ... Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030

Webull Corp. (BULL) Sparks Interest Following First Quarter Outperformance
Insider Monkey83d agobullish
Webull Corp. (BULL) Sparks Interest Following First Quarter Outperformance

Webull Corp. (NASDAQ:BULL) is one of the 10 technology stocks offering more than 50% upside. As of June 1, consensus sentiment around the stock was strongly bullish. All 3 analysts who covered it assigned Buy ratings to the stock. With a median 1-year target price of $11.67, it offers an upside potential of over 85%. […]

GuruFocus.com83d agobullish
Banks Offload $1 Trillion In Loan Risk As SRT Market Surges

Banks are opening a new balance-sheet escape valve, and investors are moving in fast. Significant risk transfers, or SRTs, have become one of the fastest-growing corners of credit markets, allowing lenders to shift credit risk from loan portfolios to outside investors while reducing the regulatory capital they need to hold. Banks had offloaded risk tied to more than 905 billion, or $1 trillion, of loans by the end of last year, up 26% from a year earlier, according to the International Association of Credit Portfolio Managers.

Got $10,000? TSM vs Micron: The Better Buy in 2026
24/7 Wall St.83d agobullish
Got $10,000? TSM vs Micron: The Better Buy in 2026

Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology (NASDAQ:MU) sit at two different floors of the same AI building. TSMC fabricates the logic chips that power Nvidia, AMD, and Apple. Micron supplies the HBM memory those accelerators cannot run without. Both just delivered blowout numbers, and the contrast between a foundry behemoth and a pure-play memory ... Got $10,000? TSM vs Micron: The Better Buy in 2026

Alphabet (GOOGL) Enters Private Equity Partnership With Swedish Private Equity Firm EQT
Insider Monkey83d agobullish
Alphabet (GOOGL) Enters Private Equity Partnership With Swedish Private Equity Firm EQT

On the back of strong confidence from hedge funds and Wall Street, Alphabet Inc. (NASDAQ:GOOGL) is one of the best AI infrastructure stocks, with upside potential of 11.7%. Alphabet Inc. (NASDAQ:GOOGL) is entering private equity partnerships as AI deployment moves from hyperscale data centers into the broader enterprise. On May 28, 2026, Alphabet Inc. (NASDAQ:GOOGL)’s […]

RBC Capital Reiterates “Outperform” Rating and $810 PT On Meta Platforms (META) Amid Explosion In AI-Enabled Entrepreneurialism
Insider Monkey83d agobullish
RBC Capital Reiterates “Outperform” Rating and $810 PT On Meta Platforms (META) Amid Explosion In AI-Enabled Entrepreneurialism

With strong hedge fund and Wall Street support, Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI infrastructure stocks and carries an upside potential of 30.4%. Meta Platforms, Inc. (NASDAQ:META)’s AI ambitions are expanding well beyond its core advertising business, and Wall Street is starting to price in the potential value of those opportunities. On […]

Truist Raises PT On Amazon.com (AMZN) To $320, Reiterates “Buy” Rating
Insider Monkey83d agobullish
Truist Raises PT On Amazon.com (AMZN) To $320, Reiterates “Buy” Rating

On the back of strong confidence from hedge funds and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) is one of the best AI infrastructure stocks, with upside potential of 16.4%. Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business has already served as the backbone of the AI buildout. Yet a ten-year, $100 billion commitment from Anthropic indicates that growth is […]

$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
24/7 Wall St.83d agobullish
$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Palo Alto Networks (PANW) Is Up 12.9% After AI-Fueled Revenue Jump But Profit Turns To Loss
Simply Wall St.83d agobullish
Palo Alto Networks (PANW) Is Up 12.9% After AI-Fueled Revenue Jump But Profit Turns To Loss

Palo Alto Networks reported past fiscal third-quarter 2026 results with revenue rising to US$3.00 billion from US$2.29 billion a year earlier, but swung from a US$262 million net profit to a US$177 million net loss and lower earnings per share. Management linked the stronger top line and raised full-year guidance to accelerating demand for AI-focused cybersecurity and rapid uptake of its next-generation, platform-based offerings following recent acquisitions. With these AI-driven security...

Best Buy’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory83d agobullish
Best Buy’s Q1 Earnings Call: Our Top 5 Analyst Questions

Best Buy’s first quarter results were well received by the market, following a combination of outperformance in emerging product categories and operational improvements. Management pointed to strong demand for gaming, mobile phones, and new technology categories such as AI glasses and 3D printers as contributors to comparable sales growth. CEO Corie Barry emphasized the company’s ability to meet customers’ evolving needs, particularly through an expanded assortment and enhanced omnichannel exper

Ciena reports fiscal Q2 earnings beat, shares slide on guidance
Proactive83d agobullish
Ciena reports fiscal Q2 earnings beat, shares slide on guidance

Ciena Corporation (NYSE:CIEN) reported fiscal second quarter that came in ahead of Wall Street expectations for both earnings and revenue, but shares fell about 19% on concerns about the company’s forward guidance and outlook relative to elevated expectations. Ciena raised its fiscal 2026...

Dow Climbs More Than 800 Points in Broad Rally
Barrons.com83d agobullish
Dow Climbs More Than 800 Points in Broad Rally

The Dow surged back to record levels on Thursday as big financial stocks provided a boost. The blue-chip index rose 866 points or 1.7%, on pace for an all-time high and its biggest percentage gain since April. If the Dow closes at a record today, it would mark its 15th record in 2026.